Bragg Financial Advisors, Inc

CIK

1327055

City

CHARLOTTE

State / Country

Stock

NJR — New Jersey Resources Corp

Top Portfolio Positions

240 positions · $2,582,253,976 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
AAPL	Apple Inc. Technology	301,441	$76,502,711	2.96%
MSFT	Microsoft Corp Technology	170,430	$63,088,073	2.44%
SNX	Td Synnex Corp Technology	314,584	$53,073,466	2.06%
AMAT	Applied Materials Inc /De Technology	148,966	$50,915,089	1.97%
UGI	Ugi Corp /Pa/ Utilities	1,321,705	$48,136,496	1.86%
RLI	Rli Corp Financial Services	811,118	$46,266,170	1.79%
NJR	New Jersey Resources Corp Utilities	753,433	$41,378,540	1.60%
ARW	Arrow Electronics, Inc. Technology	268,197	$38,462,131	1.49%
OSK	Oshkosh Corp Industrials	257,398	$37,891,559	1.47%
AVGO	Broadcom Inc. Technology	116,651	$36,104,651	1.40%

25 quarters · across all stocks

25 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$41,378,540	753,433	+1.2%	Shares	Sole	2026-05-15
2025-12-31	$34,326,147	744,279	+38.2%	Shares	Sole	2026-02-13
2025-09-30	$25,936,093	538,652	+14.2%	Shares	Sole	2025-11-13
2025-06-30	$21,147,420	471,830	+1.7%	Shares	Sole	2025-08-14
2025-03-31	$22,761,288	463,948	+33.1%	Shares	Sole	2025-05-14
2024-12-31	$16,262,516	348,607	+0.5%	Shares	Sole	2025-02-13
2024-09-30	$16,377,833	346,988	+0.2%	Shares	Sole	2024-11-14
2024-06-30	$14,801,460	346,314	+0.1%	Shares	Sole	2024-08-15
2024-03-31	$14,851,022	346,097	+0.1%	Shares	Sole	2024-05-14
2023-12-31	$15,419,330	345,880	-0.1%	Shares	Sole	2024-02-14
2023-09-30	$14,072,647	346,361	+17.5%	Shares	Sole	2023-11-14
2023-06-30	$13,910,831	294,721	+1.5%	Shares	Sole	2023-08-15
2023-03-31	$15,452,099	290,453	+0.1%	Shares	Sole	2023-05-15
2022-12-31	$14,392,032	290,045	+0.2%	Shares	Sole	2023-02-15
2022-09-30	$11,203,224	289,489	-0.1%	Shares	Sole	2022-11-14
2022-06-30	$12,907,866	289,869	+0.5%	Shares	Sole	2022-08-15
2022-03-31	$13,233,453	288,562	+0.8%	Shares	Sole	2022-05-11
2021-12-31	$11,755,354	286,297	0.0%	Shares	Sole	2022-02-14
2021-09-30	$9,965,998	286,297	+0.4%	Shares	Sole	2021-11-15
2021-06-30	$11,286,907	285,239	-0.1%	Shares	Sole	2021-08-16
2021-03-31	$11,382,047	285,479	+156.4%	Shares	Sole	2021-05-14
2020-12-31	$3,958,599	111,353	+2.7%	Shares	Sole	2021-02-11
2020-09-30	$2,930,129	108,443	+1.2%	Shares	Sole	2020-11-13
2020-06-30	$3,499,263	107,175	+4.6%	Shares	Sole	2020-08-14
2020-03-31	$3,480,939	102,471	—	Shares	Sole	2020-05-15
No 13F history on record for this holder in this stock.